Licensed Financial Advisor

Job Description

Job Description

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and with one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose : to be there when our policy owners need us.

Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!

Compensation : $100,000+ yearly

Responsibilities :

• Identify, seek, and establish prospects continuously, and create strong relationships with new clients as their trusted advisor
• Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
• Research and provide financial advice and strategies that meet the needs of client's risk tolerance and financial objectives and goals
• Create highly customized financial plans suitable for each client based on potential life changes and changing financial needs
• Help clients implement financial recommendations such as life insurance, investments, savings plans, mutual funds, and other financial products
• Provide exceptional customer service to existing clients; track and monitor co mmunications in the client file, including strategies and financial advice given

Qualifications :

About Company

Keeping a promise to help you protect and prosper for over 175 years

At the heart of New York Life is a commitment to be there for our customers when they need us—whether today or decades into the future. Since 1845, we have delivered on that promise by investing wisely, managing finances strategically, and remaining true to our mission as a mutual company.

We are the largest mutual insurer in the U.S .

New York Life is the nation’s largest mutual life insurance company, and our policy owners are at the center of everything we do. We answer to our policy owners, not to Wall Street.

We answer to our policy owners, not to Wall Street

New York Life is a mutual company, meaning we are not traded on the stock exchange, we don't have shareholders, and we don't answer to Wall Street. We answer to and operate for the benefit of current and future policy owners.